9,152 Shares in Dollar Tree, Inc. $DLTR Acquired by Sigma Planning Corp

Key Points

• Sigma Planning Corp acquired 9,152 Dollar Tree shares worth approximately $1.04 million in the third quarter. Institutional investors collectively own 97.4% of the company.
• Dollar Tree reported strong quarterly results, with earnings of $2.70 per share versus the $1.15 consensus estimate and revenue of $4.89 billion, up 7% year over year.
• The company authorized a $2.5 billion share-repurchase program, while analysts maintain a mixed “Hold” consensus with an average price target of $133.14.

Sigma Planning Corp bought a new position in Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The fund bought 9,152 shares of the company's stock, valued at approximately $1,044,000.

Several other institutional investors have also recently made changes to their positions in DLTR. Signaturefd LLC grew its position in shares of Dollar Tree by 58.8% during the 3rd quarter. Signaturefd LLC now owns 6,374 shares of the company's stock valued at $671,000 after acquiring an additional 2,359 shares during the period. Citizens Financial Group Inc. RI raised its holdings in Dollar Tree by 684.1% in the 3rd quarter. Citizens Financial Group Inc. RI now owns 16,136 shares of the company's stock worth $1,684,000 after purchasing an additional 14,078 shares during the period. Simplicity Wealth LLC bought a new position in Dollar Tree in the 3rd quarter worth $344,000. Sowell Financial Services LLC purchased a new position in Dollar Tree during the third quarter valued at $291,000. Finally, Evergreen Capital Management LLC lifted its position in Dollar Tree by 67.0% during the third quarter. Evergreen Capital Management LLC now owns 6,357 shares of the company's stock valued at $725,000 after purchasing an additional 2,551 shares in the last quarter. Institutional investors own 97.40% of the company's stock.

Insider Buying and Selling at Dollar Tree

In related news, Director Stephanie Stahl sold 1,185 shares of the firm's stock in a transaction on Friday, September 4th. The shares were sold at an average price of $131.47, for a total transaction of $155,791.95. Following the completion of the transaction, the director directly owned 4,089 shares of the company's stock, valued at approximately $537,580.83. This trade represents a 22.47% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Robert Aflatooni sold 2,500 shares of Dollar Tree stock in a transaction on Monday, August 31st. The shares were sold at an average price of $126.01, for a total transaction of $315,025.00. Following the completion of the sale, the insider owned 24,820 shares in the company, valued at approximately $3,127,568.20. This represents a 9.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 7.10% of the stock is currently owned by insiders.

Dollar Tree Price Performance

NASDAQ:DLTR opened at $132.03 on Friday. The business's 50-day simple moving average is $121.68 and its two-hundred day simple moving average is $117.17. Dollar Tree, Inc. has a 52 week low of $85.88 and a 52 week high of $142.40. The stock has a market cap of $24.77 billion, a PE ratio of 16.12, a P/E/G ratio of 1.18 and a beta of 0.71. The company has a quick ratio of 0.39, a current ratio of 1.13 and a debt-to-equity ratio of 0.86.

Dollar Tree (NASDAQ:DLTR - Get Free Report) last released its quarterly earnings data on Thursday, August 27th. The company reported $2.70 earnings per share for the quarter, topping analysts' consensus estimates of $1.15 by $1.55. Dollar Tree had a return on equity of 38.61% and a net margin of 8.03%. The firm had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. During the same quarter in the prior year, the company posted $0.77 earnings per share. The business's quarterly revenue was up 7.0% compared to the same quarter last year. Dollar Tree has set its Q3 2026 guidance at 0.800-0.950 EPS and its FY 2026 guidance at 7.700-8.050 EPS. As a group, analysts forecast that Dollar Tree, Inc. will post 7.92 EPS for the current fiscal year.

Dollar Tree announced that its Board of Directors has initiated a stock buyback program on Thursday, July 2nd that permits the company to buy back $2.50 billion in shares. This repurchase authorization permits the company to purchase up to 10.7% of its shares through open market purchases. Share repurchase programs are often an indication that the company's board believes its shares are undervalued.

Wall Street Analyst Weigh In

A number of analysts have commented on DLTR shares. Truist Financial upped their price target on Dollar Tree from $136.00 to $138.00 and gave the stock a "buy" rating in a research report on Tuesday, August 25th. Raymond James Financial reiterated an "outperform" rating and set a $145.00 price objective on shares of Dollar Tree in a research note on Friday, August 28th. Jefferies Financial Group raised shares of Dollar Tree from a "moderate sell" rating to a "buy" rating in a report on Wednesday, July 8th. Loop Capital upgraded shares of Dollar Tree from a "hold" rating to a "buy" rating and raised their target price for the stock from $130.00 to $140.00 in a research note on Thursday, October 1st. Finally, Wells Fargo & Company lifted their price target on shares of Dollar Tree from $145.00 to $155.00 and gave the company an "overweight" rating in a report on Monday, August 17th. Eleven investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, Dollar Tree currently has an average rating of "Hold" and an average target price of $133.14.

About Dollar Tree

Dollar Tree, Inc NASDAQ: DLTR is a discount retailer that operates stores under the Dollar Tree brand in the United States and Canada. Its stores offer a broad selection of merchandise at value-oriented prices, including consumable products, household supplies, health and personal-care items, seasonal goods, toys, party supplies, crafts, and other general merchandise.

The company traces its history to 1986, when its first store opened in Norfolk, Virginia. It later expanded through organic growth and acquisitions, including its 2015 acquisition of Family Dollar, a chain serving primarily urban and rural communities with everyday household and grocery products.

Dollar Tree announced plans to separate from the Family Dollar business and completed the sale in 2025.

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